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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,706 | $111,814-91.3% | $103,378-90.6% | $145,978-93.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | -9.36% | 24.80%-34.2pp | 24.91%-34.3pp | 550.52%-559.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,234 | $5,618+28.8% | $5,058+43.0% | $6,690+8.1% |
| Admin fee / account holder | $2,051 | $9,764-79.0% | $8,401-75.6% | $13,400-84.7% |